JACKSON, Miss. – Wealthview Capital has announced the opening of its first New Orleans office at One Canal Place.
“Having a physical presence in Louisiana has long been a goal and will help us better serve our Louisiana and Gulf Coast clients,” said Sam Taylor, the firm’s CEO and founder, in a press release. “We are thrilled to have a second location to continue the firm’s mission of making a profound impact in the lives of our clients through the prudent planning, management and utilization of their financial resources for the needs of today and the future.”
Taylor founded Wealthview Capital — an independent, fee-only registered investment advisor — in 2009 to offer “personalized advice, financial planning and professional asset management customized to the unique needs of each individual and delivered by a team of dedicated professionals who know each client by name.”
For more information, visit wealthviewcapital.com.
